See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,350 | $45,863-77.4% | $77,024-86.6% | $68,494-84.9% |
| Participation rate | 78.9% | 55.9%+23.0pp | 67.9%+11.0pp | 67.9%+11.1pp |
| Annual return | -14.20% | 1.72%-15.9pp | 42.32%-56.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $478 | $1,650-71.0% | $2,812-83.0% | $2,596-81.6% |
| Participant deferral / active EE | $2,547 | $2,962-14.0% | $4,426-42.5% | $4,027-36.8% |
| Admin fee / account holder | $69 | $3,041-97.7% | $5,425-98.7% | $5,403-98.7% |